Pathfinder Services Retirement Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Balanced Index Fund Admiral Shares	VBIAX	C	U.S. All Cap	13	0.09%
American Century Income and Growth Fund Institutional Class	AMGIX	A	U.S. All Cap	20	0.47%
BlackRock S&P 500 Index Fund Class K Share	WFSPX	C	U.S. Large Cap	21	0.16%
U.S. Equities - Growth
Columbia Acorn Fund Class Y Shares	CRBYX	B--	U.S. Mid Cap - Growth	24	0.7%
T. Rowe Price Institutional Large Cap Core Growth Fund	TPLGX	F--	U.S. Large Cap - Growth	25	0.6%
BlackRock Small Cap Growth Equity Portfolio Institutional Shares	PSGIX	C+	U.S. Small Cap - Growth	29	0.82%
U.S. Equities - Value
Artisan Mid Cap Value Fund Institutional Class	APHQX	B++	U.S. Mid Cap - Value	29	0.98%
Perkins Small Cap Value Fund Class N	JDSNX	F++	U.S. Small Cap - Value	30	0.58%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
T. Rowe Price Institutional Emerging Markets Equity Fund	IEMFX	D++	Emerging Markets	20	1.1%
Bonds
T. Rowe Price Institutional High Yield Fund	TRHYX	B++	Bond - U.S. High Yield	6	0.5%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information